Lauer Financial

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

300 N La Salle Dr Ste 4925, Chicago, Ill...

Phone Number

(312) 880-7798

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lauer Financial

Lauer Financial LLC is an independent financial advisory firm based in Chicago, specializing in personalized financial planning and wealth management services. They cater to a diverse clientele, including retirees, small business owners, working professionals, and federal employees, focusing on customized strategies to meet individual financial goals. The firm emphasizes a collaborative approach, helping clients establish a solid financial foundation while adapting to changing needs over time. Their services include retirement planning, investment management, estate strategy, and ongoing advisory support.Explore more
Lauer Financial's Social MediaPopular SearchesLauer Financial LLCLauer & Jennings Investment CorpFG Lauer Investments LLCLauer FinancialSIC Code 62,628NAICS Code 52,523Show more

Lauer Financial Org Chart

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NL
United States flag for contact location.

Financial Advisor

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Financial Advisor

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KS
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Financial Advisor & Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lauer Financial

<$5M
1-10
Private
-
2004
NL
Natasha LauerFinancial Advisor
$6.5M
1-10
Private
-
2008
TP
Trista PelantExecutive Assistant
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
1998
CA
Chris AndersonClient Relationship Manager
<$5M
1-10
Private
<$5M
2009
MT
Mark TriceComprehensive Retirement Financial Planning Planner & Strategist & President
<$5M
1-10
Private
-
-
Joseph Morson, Founder & President at Life Values Financial
Joseph MorsonFounder & President
<$5M
1-10
Private
-
2020
LS
Lauren StraubManager, Quality
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lauer Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lauer Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lauer Financial.

Lauer Financial Tech Stack

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Frequently Asked Questions Regarding Lauer Financial

What is Lauer Financial's official website?
Lauer Financial's official website is www.lauer-financial.com
What is Lauer Financial's Revenue?
Lauer Financial's revenue is <$5 Million
What is Lauer Financial's SIC code?
Lauer Financial's SIC: 62,628
What is Lauer Financial's NAICS code?
Lauer Financial's NAICS: 52,523
How many employees does Lauer Financial have?
Lauer Financial has 1-10 employees
What industry does Lauer Financial belong to?
Lauer Financial is in the industry of: Finance, Securities Trading
What is Lauer Financial competition?
Lauer Financial top competitors include: ClearVista Financial, Life Values Financial, Financial Advisors, Comprehensive Wealth Solutions
What technology does Lauer Financial use?
Some of the popular technologies that Lauer Financial uses are: Cloudflare Website Optimization, Smarsh, Microsoft 365, Google Tag Manager
How do I contact Lauer Financial?
Lauer Financial contact info: Phone number: (312) 880-7798 Website: www.lauer-financial.com
What does Lauer Financial do?

Lauer Financial LLC is an independent financial advisory firm based in Chicago, specializing in personalized financial planning and wealth management services. They cater to a diverse clientele, including retirees, small business owners, working professionals, and federal employees, focusing on customized strategies to meet individual financial goa... ls. The firm emphasizes a collaborative approach, helping clients establish a solid financial foundation while adapting to changing needs over time. Their services include retirement planning, investment management, estate strategy, and ongoing advisory support.Read More

What are Lauer Financial social media links?
Lauer Financial Linkedin page Lauer Financial Twitter page Lauer Financial Facebook page
Is Lauer Financial a public company?
Lauer Financial is private company therefore does not currently have an official ticker symbol
See more information about Lauer Financial

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